I called the Florida Office of Financial Regulations about my application for registration as a financial advisor. There were a few items they wanted addressed before proceeding. It feels like it has taken a long time to get to this point and truthfully, the wait has been disappointing.

But there is nothing so invigorating as doing something. And I got to take action today, adding content to my ADV Part 2 and my advisory agreement per the State’s request. I am excited to be that much closer to launch time. When will it be? Soon, I hope.